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Can I use Workflows with Xero invoices?

Yes. Once Xero invoices are imported into EasyRoutes (via CSV, Zapier, or API), you can use them with EasyRoutes Workflows. For example, you could build a Workflow that automatically creates delivery routes every morning from all paid invoices and dispatches them to drivers. This saves time and ensures consistency. See: Workflows Overview

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People also ask

Do Workflows trigger automatically for new orders?

Yes. Workflows function on a custom scheduling basis that can be adjusted at any time. Any new Shopify orders received prior to the scheduling cut-off will be included in auto-generated routes. A common Workflow is set up to automatically generate routes with new Shopify orders matching certain filters criteria. This ensures your team can start deliveries without manual intervention.

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Can I mix Xero orders with stops from other platforms?

Yes. EasyRoutes supports mixing Xero invoices with Shopify, WooCommerce, and more to create delivery routes.

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How do I import Xero invoices into EasyRoutes?

Export invoices from Xero as a CSV, then upload them into EasyRoutes.

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Are real-time updates supported for Xero orders?

Yes, with Zapier or the EasyRoutes API.

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Do I need coding skills to use Workflows?

No coding is required. EasyRoutes Workflows use a simple “if-this-then-that” style interface where you choose triggers and actions from a menu. This makes Workflows easy to set up without developer knowledge.

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How can Workflows automate my delivery operations?

Workflows save time and reduce errors by automating routine steps, like creating routes with new orders on delivery days, or auto-dispatching routes to assigned drivers, all based on custom scheduling that works for your business. This keeps operations efficient and customers informed.

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Can I use EasyRoutes Workflows for BigCommerce orders?

Yes. Imported BigCommerce orders can trigger Workflows inside EasyRoutes.

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Can I filter Shopify orders in EasyRoutes?

Yes. Filter by delivery date, zone, status, location (ZIP/postal code, city, country, custom zones) and more criteria to select only the orders you need.

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